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Our service

Our aim is to make every single interaction you have with our platform as easy as possible - which is why we invest as much in our people as we do in platform development. The upshot is an ever-expanding collection of awards and positive testimonials.

Money Marketing AwardsBest Platform, Best SIPP Provider & Company of the Year 2019

the lang cat AwardsBest for retirement income 2019

Professional Adviser Awards

Best platform for Advisers (AUA over £25bn) 2020

Professional Paraplanner Awards

Best Full SIPP Provider 2019

The Sunday Times

100 Best Companies to Work For 2019

the lang cat Awards

Advised Platform of the Year 2018

Platforum Awards

Best Platform 2018

Money Marketing Awards

Best Pension Provider 2018

Targets

We work hard to deliver an efficient service for all our clients. The information provided here gives you a feel for the targets we strive to achieve.

“We get used to such terrible service from most providers these days so dealing with AJ Bell is a breath of fresh air.”

- Simon RiccaProspect Financial Planning

"I wish there were more problem solvers like you in our industry."

- Alan GallowayGalloway Whitfield (Life & Pensions) Ltd

"I would like to bring to your attention the excellent customer service that both myself, as the financial adviser and my client’s solicitor has received from AJ Bell during our SIPP commercial property purchase."

- David Cameron-HarperCairn Independent Ltd

"I highly recommend the Investcentre platform."

- Andrew HamiltonHamilton Financial

Guiding principles

Everyone who works at AJ Bell follows a set of guiding principles that define the company. These principles inform everything we do, and help to ensure we never stray from our objectives of thinking like our customers, making investing easier and leading our markets.

We do the right thing

What this says about us...

We don’t sell, we help. We are open and honest. We care about and speak up for our customers.

How this helps our customers...

Our customers know that they can rely on us to help them and keep them informed, without constantly selling to them. They know, too, that we will always behave ethically and be vocal in defending their interests.

We are human. Not robots

We treat our customers as people and put them at the heart of our business. We talk, listen and take notice, respect other people and each other.

How this helps our customers...

Our customers appreciate that we respect and understand them as individual human beings, that we are pleased to talk to them, listen to what they have to say and respond to them quickly and efficiently.

We give customers what they need. Not what they don’t

We are specialists and good at what we do. We offer excellent service and value. We pay attention to detail and aim to get things right, first time.

How this helps our customers...

Our customers recognise that we give them the tools they need, that the level of service we offer is tough to beat and that we are very competitive on price. We offer exceptional expertise together with outstanding value.

We make investing easy and accessible

What this says about us...

We are down-to-earth, speak plain English and simplify the complex.

How this helps our customers...

Our customers understand that we are practical people, offering an effective and highly functional service, with no unnecessary complications or additions. We try to avoid jargon and we keep it simple.

We never stand still

What this says about us...

We have a can-do attitude. We turn ideas into reality. We are restless, enthusiastic and always looking for ways of doing things better.

How this helps our customers...

Our customers realise that we are successful and ambitious. We aim to create a brighter future for our business by providing the products and services that will help them invest in a brighter future for themselves.

The information on this page is intended for professional advisers only.
Authorised and regulated by the Financial Conduct Authority.